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KW Wealth Management’s Shell SHEL Stock Holding History

KW Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,168
Closed -$674K – 49
2025
Q4 		$674K Buy
9,168
+928
+11% +$68.4K 1.02% 26
2025
Q3 		$589K Buy
+8,240
New +$593K 1% 28

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

KW Wealth Management's SHEL Position: Q1 2026 in Review

KW Wealth Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 9,168 shares — an estimated $674K sold.

KW Wealth Management first reported a position in SHEL in Q3 2025 and held it in 2 quarters. The position peaked at $674K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • KW Wealth Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 9,168 Shell shares in Q1 2026, an estimated $674K.
  • KW Wealth Management first reported a position in Shell in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Shell position peaked at $674K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.